The same tenant, four times
One tenant was in the property software, a leasing spreadsheet, someone's phone contacts and an email thread. Each copy had a different phone number.
EPG Connect OS is the operating system for property management companies. Your team manages owners, tenants, properties, leases, leads, tasks and staff in one place, with each department working in its own space. When you're ready, add modules for phones (with an AI receptionist and team texting), CRM, e-signatures, calendars and booking, HR and AI maintenance.
Renee Alvarez called about the dishwasher at 14 Bank St, 2F. Call note saved to her record.
Work order 1182 closed after the vendor's invoice arrived. Closed automatically.
Move-out report for 88 Ocean Ave filed to the unit. From Zinspector email.
Renewal checklist started for 210 Thames St, 1R. Assigned to you.
Leases live in one system, leads in another, work orders in a third, and the answers your team needs are in someone's inbox. We ran our own office that way and kept losing time in the gaps between tools.
One tenant was in the property software, a leasing spreadsheet, someone's phone contacts and an email thread. Each copy had a different phone number.
The vendor finished the job and sent the invoice. The work order stayed open for three weeks because nobody connected the two.
How to handle a lease break, which vendor covers which town, what to tell an owner about a late payment. When that person was out, the office waited.
EPG Connect OS is where your company's work happens. Each person signs in to their department's workspace: leasing sees leasing, maintenance sees maintenance, and HR stays private.
Every owner, tenant, property and lead has one record. Calls, texts, work orders, leases and notes all attach to that record, so anyone who opens it sees the full history.
EPG Connect OS is what you buy first. Every module plugs into it and uses the same records, the same sign-in and the same department access. You never set anything up twice.
You can see it working today: Sign and Calendar open from the EPG Connect OS menu, on the same screen, with the same login.
Residential, short-term rentals, HOA, brokerage, business development, maintenance and HR each get their own space. Staff see their department's records and work. Managers see across the teams they run.
Owners, tenants, applicants, vendors, guests and homeowners each have a single record, linked to their properties, leases and conversations.
EPG Connect OS syncs with Rentvine and Guesty, so properties, units, leases, listings and reservations are up to date without anyone retyping them.
Assign work, set due dates and follow the same steps every time for move-ins, renewals and turnovers. The work doesn't depend on someone remembering.
Staff ask questions in plain language and get answers from your own records and procedures, without hunting through folders.
Policies, how-tos and checklists in one searchable place. New staff find the answer instead of waiting for the one person who knows.
Assignments, @mentions and alerts show up in EPG Connect OS, by email, or in Microsoft Teams, wherever your team already looks.
Inspection reports from Zinspector and expense notices from Ramp arrive by email and are filed to the right property automatically.
Every change to a contact, consent, lead, call or message is logged with who made it and when, including changes made by automations.
| Contact | Type | Property | Open WOs | Text consent |
|---|---|---|---|---|
| Renee Alvarez | Tenant | 14 Bank St · 2F | 1 | Granted |
| Thomas Okafor | Owner | 3 properties | 0 | Granted |
| Kim & Dev Patel | Applicant | 88 Ocean Ave | – | Not asked |
| Harbor View HOA | Association | 42 units | 3 | Revoked |
Each module runs inside EPG Connect OS. It uses the same records, sign-in and department access, so a call, a lead or a work order lands on the right record from the start.
The core: department workspaces, records, property data, tasks, AI assistant, knowledge base, alerts and audit log.
A business phone system with an AI receptionist and team texting: a direct line for everyone, team queues, voicemail you can read, and an iPhone app.
A pipeline for winning new owners: every lead, call and follow-up in one place, with your LeadSimple history imported.
E-signatures inside EPG Connect OS. Send leases, agreements and forms, track who you're waiting on, and get a certificate with every finished document.
Your team's calendars side by side, plus booking pages people use to pick a time with you. Stays in sync with Outlook.
Employee records and time off, kept private from everyone except the people you choose.
AI-first maintenance. Residents report a problem, the AI works out how urgent it is, and the work order goes to the right tech or vendor.
More modules and smaller add-ons are on the way. See what's available today and what's in development.
Every person gets a direct number that rings their computer and their phone at the same time. Calls to a team, like Maintenance or Leasing, ring the people on that team who are working right now, in the order you choose, until someone answers.
Everyone can see who's available, who's on a call and who's off for the day. Calls, voicemail and texts are kept in EPG Connect OS with the rest of your records.
AI ReceptionistThanks for calling. This is the AI receptionist, an automated assistant. How can I help?
CallerThere's water coming through the bathroom ceiling and it's spreading.
AI ReceptionistThat's an emergency. I'm connecting you with our maintenance team now. Please stay on the line.
A phone in the browser and one iPhone app with Calls, Texts, Sign and Calendar tabs, using the normal iPhone call screen. Both ring, and whichever answers first takes the call.
Calls can also ring a work cell. The person presses 1 to accept, so the cell's own voicemail never picks up a resident's call by mistake.
Every message is typed out and shows up in the app with who called and which line they called.
Put a caller on hold with music, transfer to a person or a whole team with a note, and use the keypad for menus.
The AI Receptionist answers your main line at any hour. It tells callers up front that it's an automated assistant. It only shares information your company has approved, like office hours, how to pay rent and what counts as an emergency. For anything else, it connects the caller to a person or takes a message.
When it passes a call to your team, it says who's calling and why. Your staff hear "Renee Alvarez, water leak at 14 Bank Street," not just a phone number.
Your team writes the facts it can share, in plain sentences. If something isn't on that list, the AI doesn't make it up.
Spreading leaks, no heat in cold weather, no water, sewer backups, a door that won't lock. For fire, smoke, gas or injury, it tells the caller to hang up and call 911.
Callers press 2 to continue in Spanish. The call note records the language.
It won't discuss rent balances, late fees or payment plans. Those always go to a person.
Texts to any business number go to a shared inbox for that team. Anyone on the team can read and reply, and can claim a conversation so two people don't answer at once.
EPG Connect Phone keeps track of who has agreed to receive texts. A reply of STOP, REVOKE or OPT OUT takes effect the moment it arrives, and nothing goes out overnight.
Switch it on for a line, and callers nobody could answer get a short text so they can reply in writing.
From 9 PM to 8 AM, no texts go out, so nobody is woken up by your office.
EPG Connect CRM is where your business development team works. Every prospective owner has a record with their properties, calls, emails and next step. Leads that come in by phone, website or referral all land in the same pipeline.
Bring your history with you. Past leads and calls from LeadSimple import with their dates, and EPG Connect CRM can run alongside LeadSimple while your team moves over.
Phone calls, web forms, BiggerPockets and referrals all arrive in the same place, tagged with where they came from.
When the team is out, the AI Receptionist takes the owner's name, property and number and creates a callback task.
Lead and call history from LeadSimple comes over with its original dates and sources.
An AI assistant inside the CRM that answers prospective owners' first questions and books a call with your team.
EPG Connect Sign does what Adobe Sign and DocuSign do, inside EPG Connect OS: it opens from the OS menu with the same login. Leases, renewals, management agreements, vendor contracts, HR forms, notices: send any document for signature from the record it belongs to.
Signers don't need an account. They sign on a phone or a computer, and everyone gets the signed copy with a certificate of who signed, and when.
Every signer agrees to sign electronically before signing. Each finished document carries a certificate showing who signed, when, and from what device.
Same login as EPG Connect OS. A document started from a record shows on that record, and documents turn up in EPG Connect OS search.
Save common documents as shared templates. Each person needs to sign, needs to fill in, or gets a copy, in the order you set, with reminders until everyone is done.
Upload PDFs, Word files or photos of paper. Scanned pages become searchable, and signature lines, dates and checkboxes are found for you.
Add text, a checkmark or a date, white out mistakes, or redact for good, so the hidden words are gone from the file.
Hand your phone to a tenant to sign on the spot, or photograph a paper form and send it for signature from the iPhone app.
EPG Connect Calendar shows your calendar, your colleagues' calendars and team calendars side by side, inside EPG Connect OS. Outlook stays the real calendar: anything you add here shows up there, on your phone and in Teams, and the other way around.
Booking pages let owners, tenants and prospects pick a time that works, and the meeting lands on the right person's calendar with the video link already made. A meeting with a prospective owner can be added to EPG Connect CRM in one click.
One host, group sessions, several hosts together, round robin across a team, one-off links and meeting polls.
A booking can go out to the whole team, and whoever is free claims it from the app, email or Teams.
No second calendar to keep up. Meeting links are added for you. Google Calendar and Zoom are in development.
Put a booking page on your website, or share it from the iPhone app with a QR code. The app's Calendar tab shows today, the week and new bookings.
EPG Connect HR keeps employee records and time off inside EPG Connect OS, without opening them to the rest of the office. Being an admin doesn't give someone access to HR. Access is given person by person.
Because HR shares the same staff list as the rest of EPG Connect OS, time off can feed straight into who's working and who should be called.
| Employee | Department | Dates | Status |
|---|---|---|---|
| Luis Moreno | Maintenance | Oct 14–15 | Approved |
| Priya Kaul | Owner services | Oct 17 | Requested |
| Dana Reyes | Leasing | Oct 20–24 | Approved |
Roles, departments and start dates in one place for each person.
Staff request time off; managers approve it; everyone sees who's out.
Only people you name can open HR records. Admin rights alone don't include it.
New-hire steps, from accounts to training, created and tracked automatically.
Residents report a problem by phone, text or the resident portal. EPG Connect MX asks the right follow-up questions, decides how urgent it is, and creates the work order with photos and details already attached.
Urgent jobs go straight to whoever is on call. Routine jobs go to the right tech or vendor. When the vendor's invoice arrives, the work order closes on its own.
However a resident reports it, the request becomes one work order on the unit's record.
The AI uses your company's own emergency list to decide what can't wait until morning.
On-call staff for emergencies; the right tech or vendor for everything else, based on the property and the trade.
Work orders close automatically when the vendor's invoice comes in. This part is already live in EPG Connect OS.
A typical weekday in a property management office. Your hours, departments and teams are your own.
Each person opens EPG Connect OS to their department's home page: today's tasks, leases ending soon, open work orders and new leads.
Each team gets one email with last night's voicemails, typed out, and who still needs a call back.
Leases ending soon show on the department's home page, each with its renewal checklist and who owns it.
The tenant signs on their iPhone. Everyone gets the signed lease and its certificate by email.
The AI Receptionist takes their name and property and puts them through to business development. The lead is already in EPG Connect CRM.
They pick a time on your booking page. It lands on the right calendar with a Teams link, and the owner goes into EPG Connect CRM with one click.
The move-out report arrives from Zinspector by email and is attached to the unit's record.
The plumber's invoice arrives and the work order closes. The tenant's record shows the whole job, start to finish.
No texts go out until 8 AM. Calls still go to whoever is on call tonight.
A guest reports a spreading leak. The AI Receptionist flags it, rings the on-call tech and then the maintenance lead, and posts an alert in Microsoft Teams.
Some of these are available today. The rest are in development. Each one is marked so you know which is which.
One email per team each weekday at 8 AM with every new voicemail, typed out and linked to the caller.
Set your holidays once. On those days, callers hear your closed message instead of ringing an empty office.
Emergencies, missed team calls and new voicemails post to the right Teams channel and @mention whoever is on call.
A short written summary of every recorded call: who called, what they needed and what was promised.
Every call is recorded. People who call in hear a recording notice, and hear it again if they're placed on hold.
A Monday email listing calls worth a second look: upset callers, long waits, missed emergencies, voicemails not called back and missed calls.
When anyone dials 911 from the office phone system, a named contact gets a text and an email, and the call is logged.
After sign-in, the phone app shows your company's logo and colours. No separate app needed.
Incoming calls show the caller's property, unit and open work orders. Click any phone number in EPG Connect OS to call it.
The same calls, texts and alerts as the iPhone app, for teams on Android.
Yealink desk phones on the same lines and teams, for front desks that want a handset.
Portuguese and Haitian Creole for the AI Receptionist and for text replies.
Send a job to a vendor by text, get their arrival time back, and keep the resident updated automatically.
Prospective tenants book a showing by text. Times come from each agent's schedule, and reminders go out on their own.
A note to each owner every month: calls about their property, work orders opened and closed, and how fast they were handled.
Photos, notes and voice memos from move-in and move-out inspections, saved to the unit from your phone.
New-hire steps, from accounts to training, created and tracked for each new team member.
Ask a few questions before someone books, then send them to the right meeting type or person.
Take a deposit or fee when someone books, for paid consultations and inspections.
Build a management proposal from the CRM with the property's rent estimate and your fee schedule filled in.
Property managers handle tenant data, owner money and emergency calls. We build the rules into the product so your team doesn't have to remember them.
Records, calls and conversations belong to a department. People see the departments they're part of, and nothing else.
HR records are their own access level, granted person by person. Being an admin doesn't include it.
Changes to contacts, consents, leads, calls and messages are logged with who made them and when.
Staff can sign in with an 8-digit code sent to their work email. There's no public sign-up; people join only when you add them.
911 calls from the office send the office's registered address. Away from the office, the app tells the person to dial 911 from their own cell so responders get the right location.
Every text is recorded, so STOP always works. Consent history is kept in full and never edited after the fact.
The EPG Connect Phone app is one app in the App Store. After someone signs in, it switches to their company's logo and colours, and remembers them next time. Update your logo or colours and your staff see the change the next time they open the app. Try it with these sample companies.
EPG Connect OS goes in first. Modules follow, one at a time, each tested with real work before the next one starts. This is the order that worked in our own office.
We set up EPG Connect OS with your departments and staff. Each person signs in once with a code sent to their work email.
EPG Connect OS · week 1EPG Connect OS links to Rentvine or Guesty, and your owners, tenants, properties and leases come in automatically.
EPG Connect OS · week 1Your checklists and how-tos go into EPG Connect OS, so the AI assistant and new staff can use them.
EPG Connect OS · week 2Your phone numbers move over from your current provider, and your business is registered with carriers for texting.
Modules · weeks 2–4You approve what the AI Receptionist can say and your emergency list. It answers a test line first.
Modules · week 3Past leads import into EPG Connect CRM, templates move into EPG Connect Sign, and booking links switch to EPG Connect Calendar. Each module is turned on when you're ready.
Modules · when you're readyEvery plan starts with EPG Connect OS. Plans are priced per staff member. Phone numbers and phone usage are billed at cost. Pricing will be published with the 2027 release.
Per staff member · announced 2027
Per module · announced 2027
Per staff member · announced 2027
We didn't set out to build software. We set out to run a better property management company.
In 2026 we looked at how our team spent its day. Most of it went to switching between systems that didn't talk to each other. So we built our own operating system, EPG Connect OS, and ran the office on it. Then we added the modules we needed most: a phone system with an AI receptionist, a CRM, e-signatures, calendars and booking, HR, and AI maintenance.
Every feature on this page started as a problem in our own office, and each one was tested on real work before anyone depended on it. That's still the rule.
In 2027 we'll open EPG Connect to other property management companies who want the same thing: one system for the whole office, fewer things falling through the cracks, and faster answers for owners and residents.
Your team should open one place to do their job, not six.
Our AI says it's an AI. This page says what's built and what isn't.
A feature isn't done until it has worked for our own team on a real day.
We write for the leasing agent and the maintenance tech. If it needs a manual, we rebuild it.
Sign in with your work email. One account works in every app, and Sign and Calendar also open from the EPG Connect OS menu.
EPG Connect OS. It's the core of the platform and every module runs inside it. Most companies start there, then add EPG Connect Phone, which includes the AI Receptionist.
Yes. Modules can be added at any time. Because they share EPG Connect OS's records and access, there's nothing to re-enter when you turn one on.
No. EPG Connect Sign sends leases, agreements, vendor contracts and HR forms for e-signature inside EPG Connect OS, with templates, signing order, reminders and a completion certificate. See EPG Connect Sign.
No. EPG Connect Calendar has booking pages for every kind of meeting, stays in sync with Outlook and Microsoft 365, and adds the meeting link for you. See EPG Connect Calendar.
Not yet. EPG Connect is running in our own office while we finish what's on this page. We're opening it to other property management companies in 2027.
No. EPG Connect OS works with Rentvine and Guesty today, with more on the way. Your accounting and owner statements stay where they are.
Only people in your company, and within your company only the departments a record belongs to. HR records are separate and granted person by person.
Yes. With EPG Connect Phone, your numbers move over from your current provider. While that happens, a temporary number lets your team test with real calls.
Never. It says it's an automated assistant in its first sentence, only shares what you've approved, and passes the caller to a person whenever it can't help.
Yes. Callers who press 2 continue in Spanish. More languages are in development.
EPG Connect OS and the EPG Connect Phone web app work in any modern browser. The iPhone app is live; the Android app is in development.
Until then, we're running our own office on it every day. When it's ready for yours, you'll hear about it here first.